徐伊迎, Cfa
About 徐伊迎, Cfa
Xu Yiying, CFA, is an Associate Vice President at HSBC in Hangzhou, China, with a background in finance and fashion. She has previously worked at Merrill Lynch, Charles Schwab, and Airwallex, and holds degrees from the University of North Texas and Duke University.
Current Role at HSBC
Currently, the individual serves as an Associate Vice President at HSBC, a major global financial institution. Based in Hangzhou, Zhejiang, China, they have held this position since 2022. In this role, they focus on Global Private Banking, specifically in investor relations, contributing to the institution's operations on a global scale.
Previous Experience in Finance
Prior to joining HSBC, the individual accumulated significant experience in the finance sector. They worked as a Financial Advisor at Merrill Lynch from 2016 to 2018 in the Dallas/Fort Worth Area. Following this, they served as an International Service Specialist at Charles Schwab from 2018 to 2019, also in the Dallas/Fort Worth Area. Additionally, they briefly worked as a Relationship Manager at Airwallex in Shanghai, China, in 2020.
Educational Background
The individual holds a Bachelor’s Degree in Fashion Merchandising from the University of North Texas, where they studied from 2009 to 2014. They furthered their education by obtaining a Master’s Degree in Business Administration and Management from Duke University's Fuqua School of Business, completing the program in 2016.
CFA Certification
The individual has demonstrated strong expertise in finance by passing all three levels of the CFA Program on the first attempt. This achievement reflects a high level of proficiency in investment management and financial analysis.
Diverse Professional Background
The individual possesses a diverse professional background, having experience in both the finance and fashion industries. This unique combination of skills and knowledge allows them to approach their work in finance with a distinct perspective.